Search & Filter
Overview
Operative’s Search and Filter feature allows you to quickly narrow down to the exact contacts or transactions you’re looking for. The global search bar at the top of the page supports keyword searches, while advanced filters give you fine-grained control over your results. This feature is especially useful for compliance workflows, reconciliation, and reporting.
Any text entered in the search bar will match across:
- Transaction IDs
- Descriptions
- External IDs
- Person and organization names
If you need more precision, the Advanced search panel provides dozens of targeted filters.
Step-by-Step Instructions
Using Keyword Search
- Navigate to the Transactions or Contacts modules in Operative using the left-hand menu.
- Enter a keyword in the Search bar, which is located on the top of the screen.
- Example: typing “Smith” will return any person, organization, or transaction record with that name, depending on which module you’re currently viewing.
Using Advanced Filters
Click the Advanced search button next to the search bar.
A filter panel will open. Choose the filters you’d like to apply. Options include:
For Transactions
| Field | Description |
|---|---|
| Amount | Filter by exact, greater than, or less than. |
| Reporting Status | Flag transactions by readiness (e.g., Not Ready will return transactions that have been flagged for review and are currently not ready for reporting. For more details, see System Flags). |
| Reporting Date Range / Cleared Date Range | Select start and end dates for when the transaction was reported and/or when it cleared the bank or was processed in the system. |
| Purpose | Narrow by disbursement purpose. |
| Person and Organization | Search transactions linked to specific contact types. |
| Bundle | Pull up all transactions grouped under a bundle name (e.g., ActBlue bundles for reconciliation). |
| Transaction Type | Select a specific type of contribution or disbursement (e.g., “Contribution: Loan from Candidate”). |
| Status | Show only Active or Archived records. |
| Transaction Category | Filter by bundles, independent transactions, fees, or child transactions. |
| Associated Bank Account | Limit results to a particular account. |
| Tags | Search by custom tags for flexible filtering. |
For Contacts (Person or Organization)
- First Name / Last Name
- City / State / ZIP
- Occupation / Employer Name
- Email / Phone Number
- Status: Choose Active or Archived records.
- Tags: Search by custom tags.
After setting your filters, click Search to display results.
Exporting Search Results
- Once you have applied your search or filter, go to the top-right corner of the results view and click the Export button.
- Your filtered list will download as a CSV file for offline review or further analysis.
Expected Results
- Transactions and contacts that match your filters will appear in the list view.
- Exported CSV files contain only the filtered results, making it easy to share or reconcile.
Additional Notes
- The Reporting Status filter is especially powerful when preparing compliance reports. Use it to quickly identify and resolve transactions that are “Not Ready.”
- The Category filter can instantly narrow to just bundle transactions (e.g., all ActBlue bundle parents), saving significant time during reconciliation.
- Tags are a flexible way to mark transactions or contacts as related (events, source codes, etc.).
- Both Keyword Search and Advanced Filters can be used together for even more precise results.